Aspen Wealth Management
I worked for over 25 years in sales, marketing and executive management in the consumer products, telecommunications and semiconductor industries. In 2007, I realized that I would prefer to devote my business experience and training to help people with their personal financial goals.
I work with you to visualize your personal financial goals and to help put you on a path to work toward these goals. My mission is to develop your trust, provide excellent results and personal service.
My services range from comprehensive financial planning to investment management, retirement planning and retirement income needs. My clients include women, pre-retirement couples, retirees and small-business owners.
I emphasize personal service because clients all have different financial goals in mind for themselves and their families. Before offering any financial advice, I find out as much as I can about you – which enables me to take into consideration your age, health, tolerance for risk, objectives, pre- and post-retirement lifestyles, and other factors before making recommendations.
Life evolves, and so will your financial needs. You can count on me to work with you from year to year to help keep you on track to work toward your goals.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.